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Sugarloaf Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sugarloaf Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$662K Sell
1,555
-1,396
-47% -$604K 0.13% 74
2024
Q3 		$1.25M Sell
2,951
-773
-21% -$314K 0.24% 48
2024
Q2 		$1.46M Buy
3,724
+17
+0.5% +$6.6K 0.3% 43
2024
Q1 		$1.47M Sell
3,707
-200
-5% -$77K 0.31% 42
2023
Q4 		$1.47M Sell
3,907
-2,803
-42% -$979K 0.36% 40
2023
Q3 		$2.25M Hold
6,710
– – 0.57% 35
2023
Q2 		$2.31M Sell
6,710
-819
-11% -$276K 0.54% 33
2023
Q1 		$2.5M Hold
7,529
– – 0.62% 23
2022
Q4 		$2.49M Sell
7,529
-1
-0% -$325 0.63% 20
2022
Q3 		$2.16M Hold
7,530
– – 0.55% 29
2022
Q2 		$2.32M Sell
7,530
-797
-10% -$261K 0.58% 23
2022
Q1 		$2.89M Hold
8,327
– – 0.68% 23
2021
Q4 		$3.02M Sell
8,327
-91
-1% -$32.3K 0.72% 19
2021
Q3 		$2.85M Sell
8,418
-12
-0.1% -$4.19K 0.75% 18
2021
Q2 		$2.91M Sell
8,430
-898
-10% -$307K 0.79% 17
2021
Q1 		$3.08K Hold
9,328
– – 0.92% 16
2020
Q4 		$2.85M Sell
9,328
-4
-0% -$1.16K 0.95% 17
2020
Q3 		$2.59M Sell
9,332
-10
-0.1% -$2.73K 0.94% 17
2020
Q2 		$2.41M Sell
9,342
-254
-3% -$62.5K 0.92% 16
2020
Q1 		$2.1M Buy
9,596
+5,429
+130% +$1.44M 0.94% 17
2019
Q4 		$1.19M Buy
+4,167
New +$1.15M 0.51% 33

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Sugarloaf Wealth Management's DIA Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 47% in Q4 2024, selling an estimated $604K and leaving 1,555 shares worth $662K. The position accounts for 0.13% of the portfolio, ranked #74.

Sugarloaf Wealth Management first reported a position in DIA in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.02M in Q4 2021. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

  • Sugarloaf Wealth Management held 1,555 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $662K as of Q4 2024.
  • Sugarloaf Wealth Management sold 1,396 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $604K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #74 holding.
  • Sugarloaf Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.02M in Q4 2021.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.